Retirement plan

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

Name: WESTSIDE INFANT-FAMILY NETWORK - EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK (2015) Form 5500
Creator: WESTSIDE INFANT-FAMILY NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK, WESTSIDE INFANT-FAMILY NETWORK

WESTSIDE INFANT-FAMILY NETWORKEIN 27-4018980Plan #001PY 2015

5721 W SLAUSON AVE STE 200 - CULVER CITY, CA 90230310-846-4100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$285K

No prior year

Total participants

No prior year

Average account balance

$21,953

No prior year

Annual return

-0.15%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$29K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2095

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2F2G

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$930

$103 / participant

Other / not subdivided$930100.0%

% of EOY assets

0.326%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,953

$84,685-74.1%

$73,836-70.3%

$125,389-82.5%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-0.15%

3123.80%-3123.9pp

2268.06%-2268.2pp

282.24%-282.4pp

Employer contribution / active EE

$1,686

$3,123-46.0%

$2,787-39.5%

$4,866-65.3%

Participant deferral / active EE

$3,045

$3,993-23.7%

$3,583-15.0%

$5,352-43.1%

Admin fee / account holder

$72

$5,694-98.7%

$4,882-98.5%

$9,541-99.3%

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion